Twitter should go private and return to its pre-2012 approach of being a centralized service with third-party clients. | Continue reading
Machine-learning generated content has major implications on the Metaverse, because it brings the marginal cost of production to zero. | Continue reading
Netflix has been resolutely opposed to selling ads, prioritizing the user experience; however, the market conditions for streaming have changed, and so should Netflix | Continue reading
It took a few moments to realize what was striking about the opening video for Nvidia’s GTC conference: the complete absence of humans. That the video ended with Jensen Huang, the founder and… | Continue reading
If businesses are subject to Aggregation Theory, then so are ideas: this is the root of the "The Current Thing" meme, and it should drive a re-evaluation of how we think about moderating content on the Internet. | Continue reading
The reaction to the Ukraine invasion has been a demonstration of tech capabilities; those capabilities may be the key to compelling China to pressure Russia. | Continue reading
An interview with Intel CEO Pat Gelsinger about IDM 2.0, the acquisition of Tower Semiconductor, and the choices Intel did not make. | Continue reading
Shopify should build an advertising business to complement Shop Pay and the Shopify Fulfillment Network | Continue reading
The advertising has shifted from a Google-Facebook duopoly to one where Amazon and potentially Apple are major forces. | Continue reading
The spate of recent acquisitions in the gaming space — Take Two and Zynga, Microsoft and Activision, and Sony and Bungie — make sense in the context of the Smiling Curve. | Continue reading
It appears that Intel’s partnership with TSMC is much larger than it first seemed; the implications for Intel as whole are massive. | Continue reading
OpenSea is positioned as another Aggregator, which is evidence that Web 3 is a layer on top of the Internet, not a replacement. | Continue reading
The most popular and most important posts on Stratechery in 2021. | Continue reading
Tracing the evolution of tech’s three eras, and why the fourth era — the Metaverse — is defined by its bifurcation with the physical world. | Continue reading
Amazon’s logistics investment makes the company increasingly attractive to 3rd party merchants. | Continue reading
Twitter is changing CEOs once again; what if the company changed its business model from ads to subscriptions? | Continue reading
Unity’s acquisition of Weta digital makes sense for both sides, and positions Unity to be an essential platform for tech’s future. | Continue reading
Defining the Metaverse, and explaining why Microsoft is well-placed for the virtual reality opportunity | Continue reading
An Interview with Mark Zuckerberg about the Metaverse | Continue reading
Facebook’s reorganization into Meta is the ultimate bet on the power of founder control. | Continue reading
Sequoia’s transformation of its venture capital is actually a shift from financial capital to productive capital | Continue reading
Carlota Perez documents technological revolutions, and thinks we’re in the middle of the current one; what, though, if we are nearing its maturation? Is crypto next? | Continue reading
Facebook’s political problems stem directly from its size and drive for growth; they are societal issues, not antitrust ones. | Continue reading
Facebook’s political problems stem directly from its size and drive for growth; they are societal issues, not antitrust ones. | Continue reading
Cloudflare’s new storage offering is potentially disruptive both economically and strategically. | Continue reading
Understanding Apple’s victory in Apple v. Epic, and the limitations of the injunction on anti-steering provisions. | Continue reading
Centralized control is useful at the beginning of an economy, but limits innovation in the long run. That is as true for China as it is for the App Store. | Continue reading
The FTC’s new Facebook case isn’t any better than the old one, even as there are ever more questions about the potential harm of regulatory interference | Continue reading
While it’s possible to understand Apple’s motivations behind its decision to enable on-device scanning, the company had a better way to satisfy its societal obligations while preserving… | Continue reading
The Metaverse of Snow Crash is not a good analogy for the future, as the Internet breaks down into Stephenson’s dystopia | Continue reading
Instagram’s shift away from being a photo-sharing app is very much inline with the service’s continuous evolution. | Continue reading
The Windows 11 announcement was fun and interesting, but there is a reason that Windows is no longer the center of Microsoft’s business. | Continue reading
Marc Andreessen has changed his tone over the past year; there is a cynical interpretation, but I think the shift is justified. | Continue reading
A package of new proposed laws for regulating tech companies are in part a negotiating ploy, but also an indicator of change. | Continue reading
WWDC highlighted how Apple’s differentiation is based on integration; the company ought not risk that differentiation for exploitive App Store policies. | Continue reading
Announcing Passport, the new infrastructure supporting Stratechery. | Continue reading
Stratechery is on break June 1–2, 2021. | Continue reading
There are all kinds of arguments to make about the App Store, and nearly all of them are good ones; that’s why the best solution can only come from Apple. | Continue reading
Distribution on the Internet is free; what matters is controlling demand. AT&T and Verizon didn’t understand the distinction. | Continue reading
Cloudflare is uniquely positioned to become a major player in an Internet 3.0 world, where politics matter more than economics. | Continue reading
It’s not enough to see the future; timing matters. Plus, Clubhouse is struggling, which means it time for me to take accountability for my analysis. | Continue reading
More and more opportunities on the web come from market marking, not for advertisers, but for real goods and services paid for with real money. | Continue reading
Spotify’s new subscription podcast offerings embrace the open ecosystem of podcasts in multiple ways. | Continue reading
Apple’s new Podcast Subscription service is what the App Store should be: a great Apple experience competing for customers. | Continue reading
Taylor Swift, like Dave Chappelle, is leveraging the power of the Internet to take control of their art. | Continue reading
New Intel CEO Pat Gelsinger delivered a keynote with the right strategy, the right tactics, and most importantly, the right spirit to return Intel to success. | Continue reading
Substack is at the center of media controversy, most of which misses the point that sovereign writers — not Substack — are in control. | Continue reading
Substack is at the center of media controversy, most of which misses the point that sovereign writers — not Substack — are in control. | Continue reading